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Balanced Mutual Fund Portfolio

September 2014

This recommended investment portfolio is one of 20+ mutual fund portfolios that we've
assembled for investors with different time horizons and risk-tolerance levels to consider.
Visit our Portfolio Finder to see them all.

** Closed to new investors. # Closed to new investors; other share classes are available. r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply. — Fund has not existed for the specified time. Source: Morningstar, Inc..

Amana Trust Income, a terrific fund that requires just $250 to start and will give you a foundation in high-quality dividend stocks. Interesting quirk: It adheres to Islamic religious principles and so, among other things, does not invest in any company that charges interest.

Homestead Short-Term Bond invests in a mix of mortgage securities and government and corporate bonds. It requires a $500 initial investment. You could put this portfolio together with as little as $1,700.